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Wealth Advisor – Holistic Retirement & Tax Planning
Job in
Flagstaff, Coconino County, Arizona, 86004, USA
Listed on 2026-06-26
Listing for:
The Well
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Well in Flagstaff, AZ, is hiring a Financial Advisor to provide holistic financial planning and support clients in complex financial decisions. The ideal candidate will have over 2 years of experience, strong communication skills, and proficiency with CRM software.
Working closely with senior advisors, the Financial Advisor will prepare financial plans, analyze client data, and maintain compliant records. The firm focuses on serving retirees and offers a collaborative workspace designed for growth.
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